CWM
Cedar Wealth Management’s Xerox XRX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-31
| Closed | -$1K | – | 173 |
|
|
2018
Q4 | $1K | Sell |
31
-40
| -56% | -$1.29K | ﹤0.01% | 160 |
|
|
2018
Q3 | $2K | Hold |
71
| – | – | ﹤0.01% | 159 |
|
|
2018
Q2 | $2K | Hold |
71
| – | – | ﹤0.01% | 197 |
|
|
2018
Q1 | $2K | Buy |
71
+40
| +129% | +$1.13K | ﹤0.01% | 128 |
|
|
2017
Q4 | $1K | Buy |
+31
| New | +$1K | ﹤0.01% | 125 |
|
|
2017
Q1 | – | Sell |
-14,173
| Closed | -$124K | – | 139 |
|
|
2016
Q4 | $124K | Sell |
14,173
-130
| -0.9% | -$1.14K | 0.08% | 67 |
|
|
2016
Q3 | $145K | Buy |
14,303
+765
| +6% | +$7.76K | 0.1% | 46 |
|
|
2016
Q2 | $128K | Buy |
13,538
+5,178
| +62% | +$49K | 0.08% | 61 |
|
|
2016
Q1 | $93K | Buy |
+8,360
| New | +$93K | 0.06% | 51 |
|